Nonprofit · EIN 27-6402235
MONTGOMERY NAPA TR
Tax-exempt · NACOGDOCHES, TX 75963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $224,141 | $151,531 | $72,610 | $1,365,638 | $131,012 | $1,234,626 |
| March 31, 2025 | 990-PF | $71,832 | $142,149 | -$70,317 | $1,290,946 | $126,116 | $1,164,830 |
| March 31, 2024 | 990-PF | $122,978 | $138,687 | -$15,709 | $1,362,696 | $121,838 | $1,240,858 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $39,174
- Interest
- $30,127
- Net gain from sales of assets
- $154,840
Expenses
- Grants and similar amounts paid
- $126,116
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $128,366
- Excise tax on investment income
- $2,782
Balance sheet and other
- Total assets, start of year
- $1,290,946
- Total assets, end of year
- $1,365,638
- Total liabilities, end of year
- $131,012
- Net assets, end of year
- $1,234,626
- Fair market value of assets
- $2,776,708
- Qualifying distributions
- $128,366
- Net investment income
- $220,177
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS PO 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS PO 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS PO 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 635455, NACOGDOCHES, TX 75963-5455
- In care of
- % COMMERCIAL BANK OF TEXAS
- Signed the 990-PF
- HOLT DAVIS, TRUSTEE
- Phone
- (936) 715-4114
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6402235
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,365,638
- Income (IRS master file)
- $618,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $224,141 | $151,531 | $1,365,638 | XML |
| 990-PF | March 2025 | $71,832 | $142,149 | $1,290,946 | XML |
| 990-PF | March 2024 | $122,978 | $138,687 | $1,362,696 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6402235).
Questions about MONTGOMERY NAPA TR
- What is the EIN of MONTGOMERY NAPA TR?
- The employer identification number (EIN) of MONTGOMERY NAPA TR is 27-6402235.
- Is MONTGOMERY NAPA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MONTGOMERY NAPA TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY NAPA TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY NAPA TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY NAPA TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MONTGOMERY NAPA TR?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does MONTGOMERY NAPA TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $224,141, expenses of $151,531 and total assets of $1,365,638 at year end.
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All nonprofits in NACOGDOCHES · Texas · Philanthropy, voluntarism and grantmaking foundations